Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]

Today we’re sharing an episode of The Riff podcast where Erik Torenberg and writer- investor Byrne Hobart discuss the future of AI & education, analyze several companies including Stripe's shift towards unbundling, and the possibility of 24-hour markets.

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LINKS:

“The Riff” podcast: 

• YouTube: https://www.youtube.com/@TheRiffPodcast
• Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt
• Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486

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FOLLOW ON X:

@eriktorenberg (Erik)

@ByrneHobart

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00) Intro

(01:05) AI's Impact on Education

(03:33) AI in Self-Directed Learning

(06:22) Tech-Enabled Education and Its Challenges

(14:40) Byrne’s Take on Kids and Schooling

(17:46) Sponsor: Brave

(18:48) Meta's AI and Social Media Strategy

(22:46) Meta's Financial Strategy and the Metaverse

(27:03) Meta's AI Strategy and Its Competitors

(30:46) Microsoft's AI Strategy

(30:52) The Android vs. Apple Analogy

(31:41) Google's Commercial Leverage

(32:11) The Importance of Data in AI

(33:09) Meta's Open Source Dilemma

(33:58) Microsoft's Data Privacy Concerns

(34:16) The Uncertainty in AI's Future

(34:47) The Role of Ads in Business Models

(36:40) Amazon and Grocery Store Economics

(41:11) The Future of Email Ad Networks

(43:17) Investment Strategies and Market Dynamics

(47:42) China's Economic Challenges

(50:19) Stripe's Business Evolution

(54:37) 24-Hour Stock Markets

(59:04) Wrap